Wealth Management Assistant
Andrew joined the Axial Hyannis team as a Wealth Management Assistant in June 2023. As a recent graduate of Merrimack College with a degree in Business Administration and Communications, he assists our Hyannis advisors with all client service related and administrative tasks throughout the office. He is responsible for all current and prospective client meeting arrangement, producing new and existing account paperwork, and ensures that client requests are handled in an effective and timely manner.
With over 4 years of experience in the banking and finance industry, having worked for Florence Bank as a teller and MassMutual as a Credentialing Specialist since 2018, Andrew aims to build and maintain lasting relationships with our clients and see that office operations are running as smoothly as possible.
Andrew grew up in Western Massachusetts, specifically Ludlow and Wilbraham. In his spare time, he enjoys watching sports, skiing, golfing, and listening to music. He participated in the honors program during his time at Merrimack and enjoyed volunteering at the Helping Hands after school program as a part of that.
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